Contents:
- Trifacta® Enterprise Edition
- Trifacta Professional Edition
- Trifacta Premium
Microsoft Dynamics 365 Sales is a set of interconnected, modular Software-as-a-Service (SaaS) applications and services designed to both transform and enable your core customers, employees, and business activities. For more information, see https://dynamics.microsoft.com/en-us/sales/overview/.
Limitations and Requirements
NOTE: During normal selection or import of an entire table, you may encounter an error indicating a problem with a specific column. Since some tables require filtering based on a particular column, data from them can only be ingested using custom SQL statements. In this case, the problematic column can be used as a filter in the WHERE clause of a custom SQL statement to ingest the table.
- For more information, please consult the CData driver documentation for the specific table.
- For more information on using custom SQL, see Create Dataset with SQL.
- OAuth 2.0 authentication is required.
- An OAuth 2.0 web client is created for you in the Trifacta application.
- You cannot create OAuth 2.0 connections via API.
Create Connection
via Trifacta application
When you create the connection, please review the following properties and specify them accordingly:
| Connection Property | Description |
|---|---|
| Organizational URL | The URL associated with your organization. For example, https://trifactainc.crm.dynamics.com/. |
| Connect String Options | The following default value sets the connection timeout in seconds: Timeout=0; Setting this value to |
| OAuth 2.0 client | The Microsoft Dynamics 365 Sales client is selected. NOTE: When you create the connection in this window, you must click Authenticate, which authenticates to the app. This step is required. |
| Default Column Data Type Inference | Leave this value as Enabled. |
NOTE: After you create the connection, you can view all the underlying tables that are internal to Dynamics 365 sales.
For more information, see the driver documentation http://cdn.cdata.com/help/ERF/jdbc/pg_connectionj.htm.
Data Type Conversions
For more information, see the driver documentation http://cdn.cdata.com/help/ERF/jdbc/default.htm.
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